Top 5 CRM Reports For Import Export Business


5 key crm reports for import export business


1. Sales Forecast Report:

Sales forecasts for the month, quarter, year, etc. help you make winning strategies and reflect on your enterprise’s & sales team’s strengths and weaknesses.

import export crm sales forecast report

2. Sales person-wise Target Achieved:

Know how each sales person is performing. These reports help you spot your best and worst sales people. They also help you analyze, restructure and implement corrective steps in your sales marketing campaigns.!

You can get more reports for product-wise performance analysis in the Import Export crm demo.

import export crm sales person wise target achieved


3. Lead Stage Report – Valuations

Lets you know which leads (revenue-wise) are in what stage of your sales pipeline so you can devise your plan of action for respective sections of your sales. You can also get more lead reports sales person-wise, product-wise, branch-wise, region-wise, etc. to help you make strategic decisions.

import export crm lead stage report valuations


4. Lead Priority Report – Valuations

Get valuations of leads to track, analyze and prioritize all your sales follow-ups to service leads better and win more deals faster.

import export crm lead prioirty report

5. Sales Target Achieved Report (Yearly)

Instantly shows your company’s set sales targets and performance for the current and previous years.

import export crm sales target achieved report


Resources on Import Export Business:

1. Buyer’s Guide for Import Export

2. Top features of Import Export CRM

3. Reports in CRM Software for Import Export

4. Factsheet on Import Export

5. Hosting, security, compatibility, integration and customization details of CRM Software for Import Export

6. Step-wise guide to buy a CRM Software for Import Export Business


Do you want an obligation-free consultation on CRM For Import Export Industry?

Contact our CRM Solution Architect via phone or email – Click here
Chat with our CRM Solution Architect (Mon-Fri, 10 am-5 pm IST) – Click here


To see all the reports, this is the best place.

For more reads on CRM for Import Export business, head here.

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